Repair Your Estate Plan After
The Secure Act
Contact us today at (800) 427 -9781 to see what strategy suits your life & also receive a free tax calculation!
Legacy Financial Advisors, Inc. Celebrates 45 Years
On November 11th, 1974, Legacy Financial Advisors, Inc. was established! Thank you to everyone who has been apart of this journey with us. We appreciate all of our clients over the past 45 years and everyone who has been with us as we continue to grow.
TO MANY MORE YEARS OF SERVICE & "LEGACIES"!
Work Towards a Retirement
Our commitment is to help you work towards achieving a confident retirement by helping you work towards financial independence. At Legacy Financial Advisors, Inc., we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute towards retirement. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment strategies and insurance products, so we can help protect our client’s lifestyle for a lifetime.
Click Here! To Download our State Of Annuity white paper!
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Lifestyle considerations in creating your retirement portfolio.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Is your estate in order? This short quiz may help you assess your overall strategy.
Understanding the economy's cycles can help put current business conditions in better perspective.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
This article may help you maximize the benefits of your donation for your chosen charity.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator demonstrates the power of compound interest.
Determine your potential long-term care needs and how long your current assets might last.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Taking your Social Security benefits at the right time may help maximize your benefit.
With alternative investments, it’s critical to sort through the complexity.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
When markets shift, experienced investors stick to their strategy.
It’s never a bad time to speak with your financial advisor about changes in your situation.
How will you weather the ups and downs of the business cycle?